2025-11-17T14:43:39-06:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2024-01-01 311501858 FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY FOUN 7049734500 220 NORTH TRYON STREET CHARLOTTE NC 28202 ALYSSA FEDERICO CFO 7049734500 2025-11-12 1 1 MELANIE MCPEAK P01346034 7043771678 2024 2025-03-06 01:10:19Z ALYSSA FEDERICO 220 NORTH TRYON STREET CHARLOTTE NC 28202 11727916 0 X N/A X 1998 NC THE ADMINISTRATION AND MAINTENANCE OF EXISTING ENDOWMENTS TO SUPPORT THE FUTURE OF CHARLOTTE'S JEWISH COMMUNITY AND ASSISTANCE IN THE DEVELOPMENT OF NEW ENDOWMENT OPPORTUNITIES. 18 17 0 17 0 0 10652543 9042860 783085 878362 1281311 1806694 0 0 12716939 11727916 8496091 9344748 0 0 0 0 0 0 85674 1977825 2191165 10473916 11535913 2243023 192003 206962336 228590465 2553533 3058152 204408803 225532313 X TO ADVANCE PHILANTHROPY THROUGH EDUCATION AND TO RAISE PERMANENT CHARITABLE RESOURCES TO IMPROVE AND STRENGTHEN THE QUALITY OF JEWISH LIFE. 0 0 3093939 2800478 RELIGION: DISTRIBUTED 332 GRANTS TO ORGANIZATIONS TO SUPPORT JEWISH PROGRAMS AND SERVICES. 2578639 2334055 EDUCATION: DISTRIBUTED 368 GRANTS TO ORGANIZATIONS TO SUPPORT EDUCATION EFFORTS FROM PRESCHOOL TO HIGHER EDUCATION. 1455719 1317644 ARTS, CULTURE & HUMANITIES: DISTRIBUTED 83 GRANTS TO VARIOUS ORGANIZATIONS TO SUPPORT PROGRAMS IN ARTS, CULTURE & HUMANITIES. 3195683 2892571 878362 DISBURSED GRANTS IN SUPPORT OF VARIOUS OTHER ORGANIZATIONS FOCUSED ON THE CAUSES OF HUMAN SERVICES, RECREATION & SPORTS, ARTS/CULTURE/HUMANITIES, PHILANTHROPY & GRANTMAKING, HOUSING/SHELTER, ANIMAL-RELATED, COMMUNITY IMPROVEMENT, VOLUNTARY HEALTH ASSOCIATIONS/MEDICAL DISCIPLINES, FOREIGN AFFAIRS/NATIONAL SECURITY, FOOD AGRICULTURE & NUTRITION, PUBLIC SAFETY DISASTER PREPARATION & RELIEF, YOUTH DEVELOPMENT, EMPLOYMENT, CIVIL RIGHTS, PUBLIC & SOCIAL BENEFIT, ENVIRONMENTAL, MENTAL HEALTH & CRISIS INTERVENTION, MEDICAL RESEARCH, MUTUAL & MEMBERSHIP BENEFIT, SOCIAL SCIENCE, CRIME & LEGAL-RELATED, AND SCIENCE & TECHNOLOGY. 3195683 2892571 878362 10323980 1 1 0 0 0 1 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 NC X ALYSSA FEDERICO 7049734500 220 NORTH TRYON STREET CHARLOTTE NC 28202 DOUGLAS W BENSON SENIOR VP, GENERAL COUNSEL 0.30 50.00 X X 0 258355 46961 IRS SLOMKA CHAIR 0.30 0.00 X X 0 0 0 PHILIP STARK VICE CHAIR 0.30 0.00 X X 0 0 0 DAVID CANTOR TREASURER 0.30 0.00 X X 0 0 0 ELISE KOSOFSKY SECRETARY 0.30 0.00 X X 0 0 0 STEPHEN PHILIPSON IMMEDIATE PAST CHAIR 0.30 0.00 X X 0 0 0 TERESA BRENNER DIRECTOR 0.30 0.00 X 0 0 0 FRED DUMAS DIRECTOR 0.30 0.00 X 0 0 0 SHARYN HANDELSMAN DIRECTOR 0.30 0.00 X 0 0 0 JONATHAN HOWARD DIRECTOR 0.30 0.00 X 0 0 0 BRIAN KAHN DIRECTOR 0.30 0.00 X 0 0 0 MARK LERNER DIRECTOR 0.30 0.00 X 0 0 0 KEVIN LEVINE DIRECTOR 0.30 0.00 X 0 0 0 ANNIE LORD DIRECTOR 0.30 0.00 X 0 0 0 JON MASSACHI DIRECTOR 0.30 0.00 X 0 0 0 WENDY PAKE DIRECTOR 0.30 0.00 X 0 0 0 HARRY SPARKS DIRECTOR 0.30 0.00 X 0 0 0 GARY STARR DIRECTOR 0.30 0.00 X 0 0 0 ALYSSA FEDERICO CFO 0.30 50.00 X 0 228615 45920 0 486970 92881 0 0 1 0 FOUNDATION FOR THE CAROLINAS 220 NORTH TRYON STREET CHARLOTTE NC 28202 ADMINISTRATIVE 356509 1 5671007 3371853 1350496 9042860 ADMINISTRATIVE FEES 900099 878362 878362 878362 506077 506077 1300617 0 1300617 1300617 1300617 11727916 878362 0 1806694 X 9344748 9344748 6216 2778 3195 243 532385 237923 273646 20816 1250078 558660 642540 48878 9373 4189 4818 366 419 186 216 17 5993 2678 3081 234 ADMINISTRATIVE SUPPORT 344426 153924 177035 13467 DEVELOPMENT 37203 16626 19122 1455 DUES AND SUBSCRIPTIONS 355 159 182 14 4717 2109 2424 184 11535913 10323980 1126259 85674 3667 53031 829672 0 206030388 228438825 98609 98609 206962336 228590465 100 37254 2553433 3020898 2553533 3058152 X 158356668 174655412 46052135 50876901 204408803 225532313 206962336 228590465 192003 20931507 0 X 0 1 X 0 0 X X X 1 FOUNDATION FOR THE CAROLINAS 566047886 7 1 9344748 0 1 9344748 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV SECTION A LINE 6: THE FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY PROVIDES ENDOWMENT SERVICES TO VARIOUS INDIVIDUALS AND CHARITABLE ORGANIZATIONS, WHOSE FUNDS ARE MANAGED BY IT. ENDOWMENT SERVICES INCLUDE ADMINISTERING, INVESTING AND DISTRIBUTING FUNDS TO SUCH MEMBER ORGANIZATIONS AND OTHER ELIGIBLE 501(C)(3) CHARITABLE ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 103 137 7581528 1461333 7991062 1353686 173425606 52106706 1 1 43310355 1343625 4800264 1025377 2415 402913 48023539 39807512 285437 5167300 1580837 2415 366642 43310355 47199112 814858 -6207770 1620608 2415 375665 39807512 41623223 2010741 5336079 1379840 2415 388676 47199112 37619089 710020 4424078 808435 2415 319114 41623223 0.29610 0.70390 0.00000 0 0 0 FFTC POOLED FUNDS 206674998 F MERRILL LYNCH 18245884 F COLONY FAMILY OFFICES 3517943 F 228438825 X PART V, LINE 4: SPENDABLE INCOME FROM ENDOWED FUNDS IS USED ANNUALLY TO PROVIDE SUPPORT TO MANY CHARITABLE ORGANIZATIONS. INCOME CAN BE DESIGNATED FOR SPECIFIC PROGRAMS OR PROJECTS, OR CAN BE USED AS GENERAL OPERATING SUPPORT. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART X, LINE 2: THE FOUNDATION AND ITS SUPPORTING ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE IRC. IN ACCORDANCE WITH IRC REGULATIONS, THE FOUNDATION IS TAXED ON UNRELATED BUSINESS INCOME, WHICH CONSISTS OF EARNINGS FROM ACTIVITIES NOT RELATED TO THE EXEMPT PURPOSE OF THE FOUNDATION. THE FOUNDATION ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE LIKELY THAN NOT RECOGNITION THRESHOLD WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN THE FOUNDATION BELIEVES THAT THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS EVALUATED ALL ITS TAX POSITIONS AND DETERMINED THAT IT HAD NO UNCERTAIN INCOME TAX POSITIONS AS OF DECEMBER 31, 2024 OR 2023. 1 1859 FOUNDATION PO BOX 1256 DEERFIELD IL 60015 832097372 501(C)(3) 10000 0 CHARITABLE GIFT AMERICAN ISRAEL EDUCATION FOUNDATION INC 251 H STREET NW WASHINGTON DC 20001 521623781 501(C)(3) 186000 0 CHARITABLE GIFT AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 E 42ND STREET 400 NEW YORK NY 10017 131656634 501(C)(3) 168000 0 CHARITABLE GIFT AMERICAN RED CROSS PO BOX 37839 BOONE IA 50037 530196605 501(C)(3) 100000 0 CHARITABLE GIFT ANIMAL LEAGUE OF GASTON COUNTY 425 W FRANKLIN BOULEVARD GASTONIA NC 28052 030417697 501(C)(3) 32000 0 CHARITABLE GIFT ATRIUM HEALTH FOUNDATION PO BOX 32861 CHARLOTTE NC 28232 566060481 501(C)(3) 212100 0 CHARITABLE GIFT BETH DAVID SYNAGOGUE 804 WINVIEW DRIVE GREENSBORO NC 27410 560731131 501(C)(3) 18000 0 CHARITABLE GIFT CAROLINA ABORTION FUND 5540 CENTERVIEW DRIVE 204 RALEIGH NC 27606 453810502 501(C)(3) 10000 0 CHARITABLE GIFT CAROLINA YOUTH COALITION 6035 FLORENCE AVENUE 200 CHARLOTTE NC 28212 824313926 501(C)(3) 6000 0 CHARITABLE GIFT CATAWBA LANDS CONSERVANCY 2400 PARK ROAD 1 CHARLOTTE NC 28203 581969605 501(C)(3) 7500 0 CHARITABLE GIFT CHABAD LUBAVITCH OF GREENSBORO INC 5203 W FRIENDLY AVENUE GREENSBORO NC 27410 263642700 501(C)(3) 18000 0 CHARITABLE GIFT CHABAD OF DURHAM INC 127 MALLETTE STREET CHAPEL HILL NC 27516 820550909 501(C)(3) 68000 0 CHARITABLE GIFT CHARLOTTE CENTER FOR LEGAL ADVOCACY INC PO BOX 25558 CHARLOTTE NC 29229 561202940 501(C)(3) 10000 0 CHARITABLE GIFT CHARLOTTE COUNTRY DAY SCHOOL 1440 CARMEL ROAD CHARLOTTE NC 28226 560623935 501(C)(3) 41000 0 CHARITABLE GIFT CHARLOTTE FILM SOCIETY 4237 RALEIGH STREET 4 CHARLOTTE NC 28213 273319192 501(C)(3) 10000 0 CHARITABLE GIFT CHARLOTTE JEWISH DAY SCHOOL INC 5007 PROVIDENCE ROAD 110-E CHARLOTTE NC 28226 562142023 501(C)(3) 242875 0 CHARITABLE GIFT CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC 128 S TRYON STREET 350 CHARLOTTE NC 28202 566011568 501(C)(3) 35000 0 CHARITABLE GIFT CHAUTAUQUA INSTITUTION INC PO BOX 28 CHAUTAUQUA NY 14722 160758844 501(C)(3) 30000 0 CHARITABLE GIFT CROHN'S & COLITIS FOUNDATION OF AMERICA INC 733 THIRD AVENUE 510 NEW YORK NY 10017 136193105 501(C)(3) 42000 0 CHARITABLE GIFT DISCOVERY PLACE INC 301 NORTH TRYON STREET CHARLOTTE NC 28202 560529944 501(C)(3) 1000000 0 CHARITABLE GIFT FLETCHER SCHOOL INC 8500 SARDIS ROAD CHARLOTTE NC 28270 561340099 501(C)(3) 15000 0 CHARITABLE GIFT FLORENCE GRISWOLD MUSEUM 96 LYME STREET OLD LYME CT 06371 066062157 501(C)(3) 25000 0 CHARITABLE GIFT FOUNDATION OF SHALOM PARK INC 5007 PROVIDENCE ROAD 102 CHARLOTTE NC 28226 581477833 501(C)(3) 160100 0 CHARITABLE GIFT FRANCIS PARKER SCHOOL 6501 LINDA VISTA ROAD SAN DIEGO CA 92111 951696720 501(C)(3) 65000 0 CHARITABLE GIFT FUQUA SCHOOL OF BUSINESS BOX 90120 DEVELOPMENT/ALUMNI DURHAM NC 27708 560532129 501(C)(3) 10000 0 CHARITABLE GIFT GREENSBORO JEWISH FEDERATION GUILFORD CORPORATE PARK 5509-C WEST FRIENDLY AVENUE GREENSBORO NC 27410 237107693 501(C)(3) 22166 0 CHARITABLE GIFT HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC 40 WALL STREET NEW YORK NY 10005 131656651 501(C)(3) 18000 0 CHARITABLE GIFT HOPEWAY FOUNDATION 1717 SHARON ROAD WEST CHARLOTTE NC 28210 464510365 501(C)(3) 40000 0 CHARITABLE GIFT HOSPICE AND PALLIATIVE CARE CHARLOTTE REGION PO BOX 470408 CHARLOTTE NC 28247 561219017 501(C)(3) 10000 0 CHARITABLE GIFT IMPACTISRAEL INC 200 HIGHLAND AVENUE 301 NEEDHAM MA 02494 223090463 501(C)(3) 10000 0 CHARITABLE GIFT INSTITUTE FOR PHILANTHROPIC LEADERSHIP 1235 EAST BOULEVARD CHARLOTTE NC 28203 461270290 501(C)(3) 25000 0 CHARITABLE GIFT INTERNATIONAL OCD FOUNDATION INC PO BOX 961029 BOSTON MA 02196 222894564 501(C)(3) 15000 0 CHARITABLE GIFT ISIDORE NEWMAN SCHOOL 1903 JEFFERSON AVENUE NEW ORLEANS LA 70115 720408935 501(C)(3) 55000 0 CHARITABLE GIFT ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON ROAD H WARRINGTON PA 18976 232519029 501(C)(3) 106000 0 CHARITABLE GIFT JANE'S FUND 7804 FAIRVIEW ROAD C-PO BOX 243 CHARLOTTE NC 28266 873224035 501(C)(3) 11118 0 CHARITABLE GIFT JEWISH BOOK COUNCIL INC 520 8TH AVENUE 4TH FLOOR NEW YORK NY 10018 133737760 501(C)(3) 30000 0 CHARITABLE GIFT JEWISH FAMILY SERVICE OF SAN DIEGO 8804 BALBOA AVENUE TURK FAMILY CENTER SAN DIEGO CA 92123 951644024 501(C)(3) 15000 0 CHARITABLE GIFT JEWISH FAMILY SERVICES OF GREATER CHARLOTTE INC 5007 PROVIDENCE ROAD 105 CHARLOTTE NC 28226 201146861 501(C)(3) 186000 0 CHARITABLE GIFT JEWISH FEDERATION OF GREATER CHARLOTTE 5007 PROVIDENCE ROAD 101 CHARLOTTE NC 28226 561951745 501(C)(3) 2167468 0 CHARITABLE GIFT JEWISH NATIONAL FUND 78 RANDALL AVENUE ROCKVILLE CENTRE NY 11570 131659627 501(C)(3) 12200 0 CHARITABLE GIFT KAHAL KADOSH BETH ELOHIM 90 HASELL STREET CHARLESTON SC 29401 570406806 501(C)(3) 8690 0 CHARITABLE GIFT KINDER-MOURN INC 1320 HARDING PLACE CHARLOTTE NC 28204 561221194 501(C)(3) 10000 0 CHARITABLE GIFT LA JOLLA COUNTRY DAY SCHOOL 9490 GENESEE AVENUE LA JOLLA CA 92037 951875978 501(C)(3) 35000 0 CHARITABLE GIFT MEALS ON WHEELS OF ROWAN INC PO BOX 1914 SALISBURY NC 28145 561152417 501(C)(3) 8000 0 CHARITABLE GIFT MERKOS LINYONEI CHINUCH LUBAVITCH OF NORTH CAROLINA INC 6619 SARDIS ROAD CHARLOTTE NC 28270 581482114 501(C)(3) 135618 0 CHARITABLE GIFT MINT MUSEUM 2730 RANDOLPH ROAD CHARLOTTE NC 28207 560670666 501(C)(3) 20000 0 CHARITABLE GIFT MOISHE HOUSE 5802 MONROE ROAD CHARLOTTE NC 28212 262599786 501(C)(3) 5500 0 CHARITABLE GIFT NORTH CAROLINA HILLEL 210 WEST CAMERON AVENUE CHAPEL HILL NC 27516 566094521 501(C)(3) 30000 0 CHARITABLE GIFT NORTH CAROLINA OUTWARD BOUND SCHOOL 2582 RICEVILLE ROAD ASHEVILLE NC 28805 560857708 501(C)(3) 25000 0 CHARITABLE GIFT NORTH CAROLINA PERFORMING ARTS CENTER FOUNDATION 130 NTRYON STREET CHARLOTTE NC 28202 581791724 501(C)(3) 25897 0 CHARITABLE GIFT NORTH CAROLINA VETERINARY MEDICAL FOUNDATION INC 1210 VARSITY DRIVE - ADVANCEMENT SERVICES/GIFTS/RECORDS RALEIGH NC 27695 581344473 501(C)(3) 10000 0 CHARITABLE GIFT NORTHEASTERN UNIVERSITY 118 CUSHING HALL ANNUAL GIVING BOSTON MA 02115 041679980 501(C)(3) 7500 0 CHARITABLE GIFT NOURISH UP PO BOX 680791 CHARLOTTE NC 28216 561398498 501(C)(3) 31667 0 CHARITABLE GIFT OPERA CAROLINA 1600 ELIZABETH AVENUE CHARLOTTE NC 28204 566019660 501(C)(3) 5250 0 CHARITABLE GIFT PENLAND SCHOOL OF CRAFT INC PO BOX 37 PENLAND NC 28765 560623948 501(C)(3) 50000 0 CHARITABLE GIFT PLANNED PARENTHOOD SOUTH ATLANTIC 100 SOUTH BOYLAN AVENUE RALEIGH NC 27603 561282557 501(C)(3) 10000 0 CHARITABLE GIFT PRESBYTERIAN HOSPITAL FOUNDATION DBA NOVANT HEALTH FOUNDATION PO BOX 33549 CHARLOTTE NC 28233 581413074 501(C)(3) 8458 0 CHARITABLE GIFT PRESIDENT & TRUSTEES OF COLBY COLLEGE 173 MAIN STREET 201 WATERVILLE ME 04901 010211497 501(C)(3) 10000 0 CHARITABLE GIFT PROVIDENCE DAY SCHOOL 5800 SARDIS ROAD CHARLOTTE NC 28270 560952382 501(C)(3) 10000 0 CHARITABLE GIFT QUEENS UNIVERSITY OF CHARLOTTE 1900 SELWYN AVENUE CHARLOTTE NC 28274 560530003 501(C)(3) 90000 0 CHARITABLE GIFT R BRUCE IRONS CAMP FUND DBA WAYFINDERS 725 PROVIDENCE ROAD 212 CHARLOTTE NC 28207 550825218 501(C)(3) 41000 0 CHARITABLE GIFT RAMAH DAROM INC 6400 POWERS FERRY RD NW 215 ATLANTA GA 30339 582146741 501(C)(3) 48500 0 CHARITABLE GIFT RELATIVES INC 119 EAST 8TH STREET CHARLOTTE NC 28202 561082022 501(C)(3) 200000 0 CHARITABLE GIFT REMEMBER NIGER COALITION 430 E 8TH STREET 146 HOLLAND MI 49423 263500898 501(C)(3) 18000 0 CHARITABLE GIFT ROOF ABOVE INC PO BOX 31335 CHARLOTTE NC 28231 561837620 501(C)(3) 15000 0 CHARITABLE GIFT SAFE ALLIANCE INC 601 E FIFTH STREET 400 CHARLOTTE NC 28202 560529967 501(C)(3) 10000 0 CHARITABLE GIFT SANDRA AND LEON LEVINE JEWISH COMMUNITY CENTER 5007 PROVIDENCE ROAD 114 CHARLOTTE NC 28226 561100696 501(C)(3) 693904 0 CHARITABLE GIFT SKECHERS FOUNDATION 228 MANHATTAN BEACH BOULEVARD MANHATTAN BEACH CA 90266 273158320 501(C)(3) 10000 0 CHARITABLE GIFT STAND FOR ANIMALS VETERINARY CLINIC 224 W 32ND STREET CHARLOTTE NC 28206 273665227 501(C)(3) 10000 0 CHARITABLE GIFT SUSAN G KOMEN BREAST CANCER FOUNDATION INC PO BOX 801889 DALLAS TX 75380 751835298 501(C)(3) 15000 0 CHARITABLE GIFT TEACH FOR AMERICA - CHARLOTTE PO BOX 398504 SAN FRANCISCO CA 94139 133541913 501(C)(3) 10000 0 CHARITABLE GIFT TEEN HEALTH CONNECTION INC 3541 RANDOLPH ROAD 206 CHARLOTTE NC 28235 561719715 501(C)(3) 10000 0 CHARITABLE GIFT TEMPLE BETH EL 5101 PROVIDENCE ROAD CHARLOTTE NC 28226 560840614 501(C)(3) 377957 0 CHARITABLE GIFT TEMPLE ISRAEL 4901 PROVIDENCE ROAD CHARLOTTE NC 28226 560588476 501(C)(3) 264600 0 CHARITABLE GIFT UNC - CHAPEL HILL (KENAN-FLAGLER BUSINESS SCHOOL) CAMPUS BOX 3440 KENAN COURT CHAPEL HILL NC 27599 566001393 501(C)(3) 25000 0 CHARITABLE GIFT UNC - CHAPEL HILL ARTS & SCIENCES FOUNDATION 523 E FRANKLIN STREET CHAPEL HILL NC 27514 561150509 501(C)(3) 105000 0 CHARITABLE GIFT UNITED WAY OF GREATER CHARLOTTE INC PO BOX 890685 CHARLOTTE NC 28289 560529948 501(C)(3) 527500 0 CHARITABLE GIFT UNIVERSITY OF CHICAGO 5235 S HARPER COURT 7TH FLOORE ALUMNI RELATIONS DEVELOPMENT CHICAGO IL 60615 362177139 501(C)(3) 270000 0 CHARITABLE GIFT UPTOWN CHABAD OF CHARLOTTE 2060 EUCLID AVENUE CHARLOTTE NC 28203 853842432 501(C)(3) 11000 0 CHARITABLE GIFT VISART INC 3104 EASTWAY DRIVE CHARLOTTE NC 28205 831863226 501(C)(3) 20000 0 CHARITABLE GIFT WASHINGTON & LEE UNIVERSITY 204 W WASHINGTON STREET LEXINGTON VA 24450 540505977 501(C)(3) 10000 0 CHARITABLE GIFT ZABS PLACE 100 N TRADE STREET MATTHEWS NC 28105 862748481 501(C)(3) 25000 0 CHARITABLE GIFT 82 0 PART I, LINE 2: FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY ONLY DISTRIBUTES GRANTS TO APPROVED 501(C)(3) CHARITABLE ORGANIZATIONS. APPROVED ORGANIZATIONS ARE REVIEWED REGULARLY TO ENSURE CHARITABLE STATUS IN STILL IN EFFECT. 0 0 0 0 0 0 0 0 0 DOUGLAS W BENSON SENIOR VP, GENERAL COUNSEL 0 257320 0 0 0 1035 0 41400 0 5561 0 305316 0 0 ALYSSA FEDERICO CFO 0 227580 0 0 0 1035 0 41004 0 4916 0 274535 0 0 X 45 1350496 FMV ON DATE OF GIFT 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN B OF SCHEDULE M FOR ALL DONATIONS REPRESENTS THE NUMBER OF CONTRIBUTIONS FOR EACH RESPECTIVE CATEGORY. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES IS COMPRISED OF EIGHTEEN MEMBERS. ONE TRUSTEE IS APPOINTED BY THE CHIEF EXECUTIVE OFFICE OF FOUNDATION FOR THE CAROLINAS. NINE MEMBERS ARE NOMINATED BY 9 REPRESENTATIVE INSTITUTIONS OUTLINED IN THE BYLAWS FOR FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY. THE NOMINEES FROM THE REPRESENTATIVE ORGANIZATIONS ARE REVIEWED AND APPROVED BY THE CHIEF EXECUTIVE OFFICER OF FOUNDATION FOR THE CAROLINAS. THE REMAINING EIGHT REPRESENTATIVES ARE ELECTIVE POSITIONS, SELECTED BY A NOMINATING COMMITTEE TO REPRESENT THE JEWISH COMMUNITY OF GREATER CHARLOTTE, REGARDLESS OF THEIR AFFILIATION WITH A RESPECTIVE REPRESENTATIVE INSTITUTION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FINAL FORM 990, ABSENT SCHEDULE B, IS SENT ELECTRONICALLY TO EACH VOTING BOARD MEMBER PRIOR TO FILING. THE RETURN IS OPEN FOR DISCUSSION AT THE NEXT BOARD MEETING CLOSEST TO THE FILING DATE. SCHEDULE B IS REDACTED TO PRESERVE THE CONFIDENTIALITY TO THE FOUNDATION'S DONORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM IN COMPLIANCE WITH FOUNDATION FOR THE CAROLINAS (SUPPORTED ORGANIZATION) ETHICS POLICY. FFTC STAFF COLLECTS AND MAINTAINS THE FORMS ANNUALLY, AND MONITORS THE PROCESS. FORM 990, PART VI, SECTION C, LINE 19 FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ADMINISTRATIVE FEES: PROGRAM SERVICE EXPENSES 558,660. MANAGEMENT AND GENERAL EXPENSES 642,540. FUNDRAISING EXPENSES 48,878. TOTAL EXPENSES 1,250,078. FOUNDATION FOR THE CAROLINAS 220 NORTH TRYON STREET CHARLOTTE NC 28202 566047886 GRANTMAKING NC 501(C)(3) LINE 7 N/A 0 THE JA TURNER FAMILY FOUNDATION 220 NORTH TRYON STREET CHARLOTTE NC 28202 562162208 GRANTMAKING NC 501(C)(3) LINE 12A, I FOUNDATION FOR THE CAROLINAS 0 COMMUNITY INVESTMENTS FOUNDATION 220 NORTH TRYON STREET CHARLOTTE NC 28202 456930128 GRANTMAKING NC 501(C)(3) LINE 12A, I FOUNDATION FOR THE CAROLINAS 0 COMMUNITY REAL PROPERTY HOLDINGS 220 NORTH TRYON STREET CHARLOTTE NC 28202 455258321 GRANTMAKING NC 501(C)(3) LINE 12A, I FOUNDATION FOR THE CAROLINAS 0 FFTC PARTNERS FOR EMPOWERING COMMUNITIES 220 NORTH TRYON STREET CHARLOTTE NC 28202 922022464 GRANTMAKING NC 501(C)(3) LINE 12A, I FOUNDATION FOR THE CAROLINAS 0 SEYMOUR FOUNDATION 220 NORTH TRYON STREET CHARLOTTE NC 28202 813099131 GRANTMAKING NC 501(C)(3) LINE 12A, I FOUNDATION FOR THE CAROLINAS 0 E4E RELIEF LLC 220 NORTH TRYON STREET CHARLOTTE NC 28202 873137387 GRANTMAKING NC 501(C)(3) LINE 7 FOUNDATION FOR THE CAROLINAS 0 GREATER CHARLOTTE FOUNDATION 220 NORTH TRYON STREET CHARLOTTE NC 28202 561530358 GRANTMAKING NC 501(C)(3) LINE 12B, II FOUNDATION FOR THE CAROLINAS 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0